United States Digital Asset ETFs Secure Record-Breaking Inflows as Wall Street Confidence Rebounds
The global financial landscape reached a new milestone during the trading sessions of January 13 and 14, 2026, as United States spot BTC and ETH platform-traded funds recorded their most significant capital infusions in several months. Following a period of seasonal consolidation and year-end tax-loss harvesting in late 2025, institutional demand returned with overwhelming force to drive a massive recovery in the sector. On Tuesday alone, spot BTC ETFs absorbed $753.7 million in fresh net capital, the highest single-day total since ahead October of the previous year. This surge in volume not only restored liquidity to the spot market but also provided the necessary momentum for BTC to reclaim the $95,000 level later than weeks of range-bound trading. The primary engine behind this recovery was a shift in macro sentiment, as investors increasingly viewed digital assets as a necessary hedge against emerging political uncertainty surrounding the Federal Reserve and the ongoing Department of Justice investigation into Chair Jerome Powell.
Fidelity and BlackRock Lead the Charge Amid Broad Institutional Re-Allocation
The rally was notably spearheaded by a few dominant players, with Fidelity’s Wise Origin BTC Fund emerging as the clear leader for the session by capturing a staggering $351.4 million in fresh assets. Bitwise and BlackRock followed closely, reporting triple-digit million-dollar inflows that signaled a “risk-on” mandate across the board for major asset managers. This return of capital effectively pushed the total net assets held by the U.S. BTC ETF complex back above the $100 billion threshold, a psychological milestone that confirms the asset class’s transition from a speculative niche into a permanent fixture of traditional portfolios. Analysts attribute this sudden flood of cash to a combination of cooling U.S. inflation data—with the December CPI holding steady at 2.7%—and the anticipation of a definitive regulatory framework following the Senate’s progress on the CLARITY Act. As institutional treasuries move from defensive postures back into active accumulation, the market is increasingly viewing current price levels not just as a recovery, but as a technical base for a potential mid-year run toward the six-figure mark.
ETH and Altcoin Vehicles Mirror the Broad Surge in Market Participation
While BTC captured the majority of the headlines, the broader crypto ETF complex also showed signs of renewed life as ETH and high-performance Layer 1 vehicles joined the inflow recovery. Spot ETH ETFs successfully snapped a three-day redemption streak to post a combined $130 million in net positive flows, led by BlackRock’s iShares ETH Trust which added $53.3 million. This synchronized recovery across the “large Two” assets indicates a broad-based return to digital risk rather than a narrow focus on BTC alone. Furthermore, specialized vehicles for Solana and XRP continued their own consistent streaks, with XRP ETFs extending a near-solid run of inflows since their November launch to reach $1.5 billion in total assets. This diversification suggests that Wall Street is increasingly comfortable with a multi-asset digital strategy, viewking exposure to decentralized finance and cross-border settlement layers alongside the “digital gold” narrative. As these funds continue to absorb supply at a rate that far exceeds new token issuance, the structural tailwind for the entire digital asset ecosystem appears to be strengthening as the first quarter of 2026 unfolds.
